Welch v. Caldwell

80 N.E. 1014, 226 Ill. 488
CourtIllinois Supreme Court
DecidedApril 18, 1907
StatusPublished
Cited by19 cases

This text of 80 N.E. 1014 (Welch v. Caldwell) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Welch v. Caldwell, 80 N.E. 1014, 226 Ill. 488 (Ill. 1907).

Opinion

Mr. Justice Cartwright

delivered the opinion of the court:

The circuit court of McDonough county sustained the demurrer of defendants in error, the executrix and beneficiaries of the will of Thomas J. Caldwell, deceased, to the bill filed against them by plaintiffs in error, heirs-at-law of said Thomas J. Caldwell, praying the court to declare clauses 8 and 9 of said will void, and all of the estate and property of testator, except the special bequests in the will, intestate estate. The will disposed of real estate as well as personal property in a different way from the course of descent prescribed by the statute, and a writ of error was sued out from this court to bring the record here for review.

The testator died on February 7, 1906. The will was executed on April 22, 1903, and was admitted to probate, and the widow renounced the provisions for her contained in it and elected to take such portion of the estate as the statute gives her. The will first provides for the payment of funeral expenses and the erection of a monument at the testator’s grave to cost not less than $1000. The testator then gives to his brother, John H. Caldwell, $300 per annum during his natural life; to his sister, Thressa, tire sum of $300 per annum during her natural life; and to Myra Caldwell Baumgardner, daughter of his nephew, $200 upon her arriving at the age of thirty years. He then devises to his wife the homestead and gives her the household goods, and $1000 annually during her natural life. The remainder of the will is as follows:

“Eighth—A part of the income of my estate over and above the bequests hereinbefore named, including the annual allowance set apart to my wife, I direct to be used for charitable purposes, the McDonough County Holiness Association to receive a portion of said bequest. The amount and purposes for which said, bequests is to be used I leave to the discretion of my wife, Elsie Caldwell.

“Ninth—After the death of my said wife, Elsie Caldwell, all the rest and residue of my estate I direct shall be used for charitable and religious purposes, my said wife to direct in her lifetime in what amounts and for what specific purposes said estate shall be used.

"Tenth—I hereby authorize my executor hereinafter named to make and deliver all deeds or leases necessary for the carrying out of the provisions of this will and for the carrying into effect any of the contracts for deeds that may be uncompleted at the time of my death.

"Lastly—I hereby appoint my wife, Elsie Caldwell, to be the executrix of this my last will and testament, without bond, and request my said executrix to counsel with and advise with my attorney, D. P. Pennywitt, in the administration of my estate.”

In the bill the eighth and ninth clauses of the will were alleged to be void by reason of .the uncertainty of the objects and beneficiaries of the gifts, and counsel, in their brief and argument, maintain that they are void on that account and for the failure to create a trust or appoint a trustee to effectuate the purpose of the testator. We can not agree with the argument of counsel that no trust is created and no trustee designated to carry out the provisions of the will. The testator’s wife, Elsie Caldwell, was appointed executrix. But counsel say that her duties as trustee are separable and distinct from her duties as executrix, and that her appointment was only as executrix. If she is charged with duties which properly belong to a trustee, and the testator merely named her as executrix without distinguishing the duties imposed upon her, as such, from those imposed upon her as trustee, the designation which he gave her would not be permitted to defeat his intention. She is charged by the will with the duty of carrying out all of' its provisions whatever relation she may sustain to the estate in so doing. The testator gave $300 per annum to each of two persons and intended that the same should be paid out of income. This is shown by the eighth clause, disposing of the income over and above the bequests, and by the tenth clause he authorized his executrix to make and deliver all deeds or leases necessary to carry out the provisions of the will. As the executrix was vested with power to make deeds and leases and to apply income to the payment of annual bequests and charitable purposes, she must be held to be invested with such estate as is necessary for that purpose. A trust is created, and Elsie Caldwell, by whatever title designated, is invested with the control of the trust estate during her life, to be applied to the purposes designated by the testator. The power to select the beneficiaries and determine the amounts to which they shall be, respectively, entitled, is given to her by name and not under the description of executrix. She has the power of appointment, to be exercised during her lifetime, of the rest and residue of the estate to charitable uses after her death. The same person is charged with all the duties and trusts and given all the powers to be exercised under the will.

It is further urged that the eighth clause is void on the ground that only a part of the income above bequests is to be used for charitable purposes and a part may be devoted to purposes not charitable. The subject matter of a gift to charity must be certain, and if the testator intended that only some indefinite or uncertain part of the income above the bequests should be devoted to charity the provision would be void. If a part of the property may be devoted to some other purposes than the charity a trust will not attach: (Mills v. Newberry, 112 Ill. 123.) In this case the will does not provide for devoting any part of the income above the bequests to other than charitable uses, and even if any part of it should not be so' used in the lifetime of the widow, it would fall into the residue and after her death go to such purposes. There is no other disposition of the testator’s property aside from the specific bequests, and there is a presumption that a- testator intends to dispose of his entire estate, so strong that the court will adopt any reasonable construction of a will rather than hold that he intended to die intestate as to any part of his property, (Scofield v. Olcott, 120 Ill. 362; Minkler v. Simons, 172 id. 323.) In view of this presumption it must be held that the testator did not mean that only a part or some indefinite share of income should be devoted to charity, but that the part of such income over and above the bequests should be used for charitable purposes.

There is no uncertainty or indefiniteness as to the subject matter of the charitable trusts, which includes all of the income and estate over and above the specific bequests. The important question is whether the charitable objects and purposes are sufficiently certain. .In the eighth clause there is a definite beneficiary named, capable of enforcing the trust. It is not contended by counsel that the Holiness Association cannot call for an enforcement of the trust for its benefit, and while the executrix is permitted by the will to select other objects in addition to that association, her discretion is not an unlimited one, and any other beneficiary selected by her can only participate with the Holiness Association. The testator declared that the Holiness Association should be a beneficiary, and in default of the exercise of the power given to the widow to select other objects the association would be entitled to the income.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Ball v. Ball
69 S.E.2d 55 (West Virginia Supreme Court, 1952)
Kane v. Schofield
76 N.E.2d 216 (Appellate Court of Illinois, 1947)
Boyd v. Frost National Bank of S.A.
196 S.W.2d 497 (Texas Supreme Court, 1946)
Helvering v. Stuart
317 U.S. 154 (Supreme Court, 1942)
Stuart v. Commissioner
124 F.2d 772 (Seventh Circuit, 1941)
Hedin v. Westdala Lutheran Church
81 P.2d 741 (Idaho Supreme Court, 1938)
Booth v. Krug
14 N.E.2d 645 (Illinois Supreme Court, 1938)
Carlstrom v. Frackelton
263 Ill. App. 250 (Appellate Court of Illinois, 1931)
Anderson v. Bethlehem Lutheran Church of Red Oak
150 Wash. 301 (Washington Supreme Court, 1928)
In Re Planck's Estate
272 P. 972 (Washington Supreme Court, 1928)
McGee v. Vandeventer
158 N.E. 127 (Illinois Supreme Court, 1927)
Bruce v. Maxwell
143 N.E. 82 (Illinois Supreme Court, 1924)
McCarroll v. Grand Lodge of the I. O. O. F.
243 S.W. 870 (Supreme Court of Arkansas, 1922)
Robinson v. Robinson
214 Ill. App. 262 (Appellate Court of Illinois, 1919)
Eyer v. Williamson
100 N.E. 188 (Illinois Supreme Court, 1912)
Wilce v. VanAnden
94 N.E. 42 (Illinois Supreme Court, 1911)

Cite This Page — Counsel Stack

Bluebook (online)
80 N.E. 1014, 226 Ill. 488, Counsel Stack Legal Research, https://law.counselstack.com/opinion/welch-v-caldwell-ill-1907.